Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,303 | $63,773+77.7% | $81,286+39.4% | $80,925+40.0% |
| Participation rate | 84.8% | 63.9%+20.9pp | 69.5%+15.3pp | 67.7%+17.2pp |
| Annual return | 7.08% | 16.37%-9.3pp | 24.80%-17.7pp | 35.65%-28.6pp |
| Employer contribution / active EE | $1,695 | $1,979-14.4% | $2,463-31.2% | $2,756-38.5% |
| Participant deferral / active EE | $5,073 | $3,093+64.0% | $3,883+30.6% | $4,299+18.0% |
| Admin fee / account holder | $18,872 | $5,682+232.1% | $5,764+227.4% | $6,940+171.9% |